Experience

La Trobe Financial

• Australia
• Financial Services
• 300 - 400 Employee

• Group Portfolio Manager

  • Jul 2022 - Present

• Portfolio Manager

  • Feb 2021 - Jun 2022

  -Structured Finance / Securitisation-Maintain Financier Relationship-Assist in Planning and Execution of Group Funding Strategies-Existing analytical and operational tasks-Driving IT Improvements

• Portfolio Analyst

  • Jan 2019 - Jan 2021

  -Structured Finance / Securitisation-Liquidity Management-Covenants Compliance Management-Group Funding Analysis and Optimisation-External and Internal Stakeholder Relationship Management-Driving IT Improvements

• Credit Analyst

  • Oct 2016 - Jan 2019

  -Underwrite loans in a fast paced environment; great performance with outstanding quality;-Understanding of various borrower entity types and their legal implications, including individual, company, trust, and SMSF;-Experienced in loan structuring including for non-conforming debt consolidation and construction loans;-Expertise in income verification, including self-employed income, complex structure S/E income breakdown, overseas income sourced globally;-Identify and mitigate risk on a case by case basis;-Frequently liaising with brokers, customers, and other relevant stakeholders; able to prioritise and multi-task in this front facing and back-end analysis combined role; Show less

• Credit Operation

  • Sep 2016 - Oct 2016



Elite Mortgage Brokers

• Blackburn, Victoria, Australia

• Mortgage Consultant

  • 2014 - Sep 2016